Moving to 880 Central Park Ave in Scarsdale didn't help this branch's truly lousy customer service…read moreor curb the hostile attitude of their nasty receptionist. Our family has multiple accounts with Schwab (for over 30 years) and we do almost everything online. After experiencing problems uploading documents on the Schwab portal, I decided to go to the branch in person to open a new, time-sensitive account. Although there was no other customer in the place, the hostile, unhelpful receptionist told me that no one there could help me and that I should go online. Great customer service! Within seconds, I located the nearest Fidelity branch on my phone - less than 1/4 mile away. Fidelity was more than happy to open the account on the spot and take my money. Hey Charles Schwab - you just lost a 30+ year customer with numerous accounts - we will be moving all of our accounts to Fidelity.

Worst customer service ever. Called general info number in advance to ask a few questions before I…read morewas going to go to branch office. Asked if appt needed, told no. Confirmed they could handle walk-ins. Next day I visit branch and the very inhospitable receptionist was snotty, hit me with microaggressions and plainly said I could NOT talk with anybody. Two reasons: contrary to previous customer rep on phone, she said I needed an appointment. Then, after spending much time on locating my account (I didn't have acct no) I was informed they only dealt in person with accounts of $1 million or more (I was a Ameritrade customer but became Schwab customer upon latter buying former). I guess it never occurred to the Schwab higher ups that many investors spread their wealth and try not to park huge amounts in one location. I next went to a Fidelity branch office where they had no problem serving walk-ins, was not snobby and not discriminatory. Also no minimum account requirements. I will be transferring my holdings to Fidelity.

I use to go to HR block but they wanted 350 for a return. I figured if I spend that much I should…read morego to a cpa. So I looked for one that could help and I was referred to Lavin & Associates. Not only did I receive a larger refund they went back and looked at the prior 2 years. They found me an additional $1300 from errors previously made. Now they are the only company I trust. A CPA is worth the investment. Thank you Lavin and Associates.

Helped me get the best return possible. Thoroughly explained the entire process during the…read moreconsultation then gave me a few ideas about investments. This will be my third return with them and I can't picture anyone else handling my future.

Representatives are incompetent and impossible to reach them on the phone. They made mistakes and…read moreit is our issue to resolve- but good luck reaching any of them.

So far finding the office staff to be a bit over the line of acceptable corporate grade…read moreincompetence. Details would for some reason feel unnecessarily inflammatory. I'm holding off making a final judgment please share your experiences with this and other branches.

Worst investment bank ever. Tried to roll over an IRA totally mishandled the transaction. They…read morelost thousands in an account that they could not find. Try to find some help impossible. Still trying to rectify the transaction. Left messages with account manger no return calls after many attempts. Will now check with the government ABA Maybe they can help!

Wow free seminar very informative and financial advisors have great advice and insight. Love this…read morecompany I have been with them since 1997 and my retirement money has grown significantly and still learning thanks to Etrades online learning on investing options. Everyone should have an Etrade account!!

Jake is so awesome and helpful! Really patient and understanding. I appreciate his support always!read more

From the owner: Serving Scarsdale, NY and outlying areas, Anthony Becker and associates of A.T. Becker &…read moreAssociates, Inc. are offering the following services not limited to: Tax Management, Investment Planning, Estate Planning, Retirement Planning and Wealth Preservation.

I submitted all of my documentation for 2024 taxes in 2/2025. I had to call/email multiple times,…read morebut finally Joe Imperia emailed my returns on 4/15/2025. Only problem was, they were never submitted. When I called to speak about the delays, Joe told me that my taxes were "small potatoes". He also made a mistake on my 2023 return that has still not been addressed. He has avoided my phone calls. He has not responded to one email. We used him for years. I am not sure what happened.

Absolutely the worst! I met with Joe Imperia on February…read more23rd and contracted LMI to prepare my individual and LLC federal and state returns. During our meeting, I instructed my bookkeeper to uploaded our financials to the LMI portal. and confirmed receipt prior to my departing the Brook St office. I reached out last Monday, April 3rd at which point we spoke and you suggested that you were waiting on my non-existing son to deliver additional documents. I interjected, "I do not have a son; you're mistaking me with someone else and my documents were uploaded to the LMI portal during our conference call with my bookkeeper, William." After jogging your memory, you recalled the conversation and told me that the current tax year would be prepared and ready for pick-up on Wednesday April 5th. I visited the office on April 5th at 430pm and the office was closed for the upcoming 'Holy Week' I called on Monday April 8th and expressed concern. The receptionist was zero help as she could only continually offer the blow-off; 'he'll call you back" Naturally, I was did NOT receive a return call and resorted to emails. None of which have yielded a response. I have since found a more competant CPA and was forced to file for an extention however I am still struggling to reclaim my personal and corporate documents to complete my 2023 returns. What scumbags!